|
1
|
Joel Isaacson & Co
New York
|
$4.31M
|
+$518
|
+15
|
+0%
|
|
|
2
|
Summit Trail Advisors
New York
|
$3.93M
|
+$3.74M
|
+108,387
|
New
|
|
|
3
|
Chai Trust Company
Chicago,
Illinois
|
$2.86M
|
–
|
–
|
–
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$1.64M
|
-$142K
|
-4,109
|
-8%
|
|
|
5
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.07M
|
-$42.2K
|
-1,223
|
-4%
|
|
|
6
|
|
$936K
|
+$891K
|
+25,802
|
New
|
|
|
7
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$777K
|
+$313K
|
+9,070
|
+72%
|
|
|
8
|
|
$775K
|
–
|
–
|
–
|
|
|
9
|
DFPG Investments
Sandy,
Utah
|
$743K
|
+$362K
|
+10,495
|
+105%
|
|
|
10
|
Graypoint LLC
Albany,
New York
|
$601K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$577K
|
-$1.27M
|
-36,811
|
-70%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$518K
|
+$38K
|
+1,100
|
+8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$490K
|
+$35
|
+1
|
+0%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$388K
|
–
|
–
|
–
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$321K
|
+$14.7K
|
+426
|
+5%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$207K
|
+$829
|
+24
|
+0.4%
|
|
|
17
|
TD Capital Management
Memphis,
Tennessee
|
$154K
|
+$138
|
+4
|
+0.1%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$109K
|
-$14.2K
|
-412
|
-12%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$94K
|
-$171K
|
-4,949
|
-66%
|
|
|
20
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$40.9K
|
–
|
–
|
–
|
|
|
21
|
Belpointe Asset Management
Reno,
Nevada
|
$29.8K
|
–
|
–
|
–
|
|
|
22
|
Parallel Advisors
San Francisco,
California
|
$3.63K
|
+$3.45K
|
+100
|
New
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.93K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$544
|
+$518
|
+15
|
New
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.68M
|
-51,717
|
Closed
|
|
